13FBOX
MONUMENTAL FINANCIAL GROUP INC. · 13F Holdings
Options Calculator Rankings

MONUMENTAL FINANCIAL GROUP INC.

No.6134 Data as of Q4 2024
Latest AUM (Q4 2024)
$268.6M
QoQ Change Q3 2024
-$903,658-0.3%
Holdings
42
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
42
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
11.96%11.92%$32.1M55,699$32.1M55,69900.00%Unchanged
VVANGUARD WORLD FDVGT
11.74%11.7%$31.5M53,744$31.5M53,74400.00%Unchanged
IISHARES MSCIQUAL
11.05%11.01%$29.7M165,529$29.7M165,52900.00%Unchanged
FFIDELITY COVINGTON TRUSTFDIS
8.08%8.05%$21.7M245,274$21.7M245,27400.00%Unchanged
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
7.99%7.97%$21.5M968,370$21.5M968,37000.00%Unchanged
IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG
7.94%7.91%$21.3M924,753$21.3M924,75300.00%Unchanged
VVANGUARD BD INDEX FDSBSV
5.43%5.41%$14.6M185,245$14.6M185,24500.00%Unchanged
IISHARES TRIBDT
5.22%5.2%$14.0M549,429$14.0M549,42900.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
4.81%4.79%$12.9M64,323$12.9M64,32300.00%Unchanged
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
3.36%3.35%$9.0M124,049$9.0M124,04900.00%Unchanged
VVANGUARD WORLD FDVDC
3.35%3.33%$9.0M41,135$9.0M41,13500.00%Unchanged
IISHARES FLOATING RATE BOND ETFFLOT
2.45%2.44%$6.6M128,813$6.6M128,81300.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGIT
2.18%2.17%$5.9M96,849$5.9M96,84900.00%Unchanged
VVANGUARD SCOTTSDALE FDSVCIT
2.07%2.06%$5.6M66,426$5.6M66,42600.00%Unchanged
FFIDELITY MSCI UTILS INDEX ETFFUTY
1.79%1.78%$4.8M92,552$4.8M92,55200.00%Unchanged
IISHARES TRIBHH
1.15%1.14%$3.1M129,393$3.1M129,39300.00%Unchanged
IISHARES TRIQLT
0.88%0.88%$2.4M57,113$2.4M57,11300.00%Unchanged
ELI LILLY & COLLY
0.67%0.67%$1.8M2,036$1.8M2,03600.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.52%0.52%$1.4M8,084$1.4M8,08400.00%Unchanged
MICROSOFT CORPMSFT
0.48%0.48%$1.3M3,017$1.3M3,01700.00%Unchanged
VISA INCV
0.44%0.44%$1.2M4,303$1.2M4,30300.00%Unchanged
INTUITINTU
0.44%0.44%$1.2M1,893$1.2M1,89300.00%Unchanged
IISHARES TRXVV
0.44%0.44%$1.2M26,574$1.2M26,57400.00%Unchanged
APPLE INCAAPL
0.41%0.41%$1.1M4,696$1.1M4,69600.00%Unchanged
AAlphabet Inc Class CGOOG
0.4%0.4%$1.1M6,438$1.1M6,43800.00%Unchanged
HOME DEPOT INCHD
0.4%0.4%$1.1M2,640$1.1M2,64000.00%Unchanged
LOWES COS INC COMLOW
0.39%0.39%$1.0M3,837$1.0M3,83700.00%Unchanged
MASTERCARD INCORPORATEDMA
0.38%0.38%$1.0M2,093$1.0M2,09300.00%Unchanged
AGILENT TECHNOLOGIES INC COMA
0.38%0.38%$1.0M6,960$1.0M6,96000.00%Unchanged
ANALOG DEVICES INC COMADI
0.38%0.37%$1.0M4,379$1.0M4,37900.00%Unchanged
MSCI INCMSCI
0.37%0.37%$992,1471,702$992,1471,70200.00%Unchanged
PAYCHEX INC COMPAYX
0.36%0.36%$973,5487,255$973,5487,25500.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
0.35%0.35%$937,1341,515$937,1341,51500.00%Unchanged
DEERE & CODE
0.32%0.32%$859,7002,060$859,7002,06000.00%Unchanged
STARBUCKS CORPSBUX
0.31%0.31%$839,6818,613$839,6818,61300.00%Unchanged
COSTAR GROUP INCCSGP
0.27%0.27%$730,9389,689$730,9389,68900.00%Unchanged
IISHARES TREGUS
0.24%0.24%$639,27115,405$639,27115,40500.00%Unchanged
WASTE MGMT INC DELWM
0.18%0.18%$484,6002,334$484,6002,33400.00%Unchanged
VVANGUARD INDEX FDSVUG
0.17%0.17%$460,7161,200$460,7161,20000.00%Unchanged
VVANGUARD INDEX FDSVOO
0.11%0.11%$288,635547$288,63554700.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
0.08%0.08%$216,8163,674$216,8163,67400.00%Unchanged
TRACTOR SUPPLY CO COMTSCO
0.07%0.41%$201,2943,798$1.1M3,79800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow